M3Sixty Income and Opportunity FundHIOIX

MUTUAL FUNDM3Sixty
Type
Mutual fund
Peer group
Global equity
Net assets
$17.2M
Expense ratio
2.03%
1-year return
+14.7%
3 years, a year
+14.2%
5 years, a year
+4.5%
Holdings
37

What it aims to do.

The investment objective of the M3Sixty Income and Opportunity Fund (the Fund) is total return comprised of income and capital appreciation.

Top 10 holdings.

Holding% of fund
Federated Hermes Government Obligations Fund7.46%
United States Treasury Note/Bond5.75%
Global X Silver Miners ETF5.15%
WCC WESCO International Inc5.05%
KINS Kingstone Cos Inc4.31%
YALA Yalla Group Ltd4.24%
HII Huntington Ingalls Industries Inc3.88%
META Meta Platforms Inc3.77%
AAMI Acadian Asset Management Inc3.76%
GEVO Gevo Inc3.71%

More on HIOIX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.